The way I see it, there's no universal set of rules to designate the task
type. Instead, when you edit an assignment, only you can know why you're
doing it. The task type setting is a switch that you can use to insure that
Project recalculates the results of this edit as you intend. This time
around, Task X might be set to Fixed Work. Next week I'm doing another edit
on the same task for another reason and I might set it to Fixed Units or
Fixed Duration. Rather than trying to come up with a rule, just remember
before making any change to ask yourself "Why am I doing this and what is
the intended result?" "When I change X, should Project recalculate Y or Z?"
The same logic applies to the effort-driven versus non-effort-driven
settings. I have a painter assigned to paint a room, expected duration of 5
days. I'm adding another body to the task. If that body is another painter
we'll get the work done in half the time and I'll set it to effort-driven.
But if that body is an assistant, the 5 day estimate was based on the
painter and his assistant working together, and I just haven't put him in
until now, the duration should not change and I want it set to
non-effort-driven behavior.
Here's an interesting example of how to interpret some of these things. I
have two examples of a task that runs 5 days with two resources assigned.
In both examples one resource works 5 hours, the other resource works 40
hours. Total work is thus 45 hours with a duration of 40 hours. In one
example, the 5 hour resource is showing 100% units. In a second example,
the 5 hour resource is showing 12% units. What's the difference? In the
first, the 5 hour resource is coming in full time for a bit over half of the
first day, working with the other guy getting him up to speed, perhaps
training him. Then he goes away and the other fellow continues on by
himself for the rest of the week. In the second example, the 5 hour guy is
the supervisor and he's dropping in for an hour a day, checking in with the
fellow doing the work, trouble shooting, etc.
--
Steve House [MVP]
MS Project Trainer & Consultant
Visit
http://www.mvps.org/project/faqs.htm for the FAQs